$290.0K Total AUM
$290.0K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-15-2005
- Office Locations
- 1
Office Locations
840 Apollo ST Ste. 100 EL Segundo CA
About Retirement Planners
Retirement Planners (RPA) provides third-party administration for employer-sponsored retirement plans, offering custom plan design, compliance and administration, plan consulting, payroll contribution solutions, and daily valuation recordkeeping. Clients receive 1:1 account management with a senior transition specialist for onboarding and a dedicated plan administrator; all work is performed in the U.S.
Team overview
-- AVG AGE
$290.0K AVG AUM / ADVISOR
$72.5K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
V
VINCENT RAYNARD WILLIAMS
Consultant, Owner
- CRD
- #2484490
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $290,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $290,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing